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you are here: Moneycontrol Mutual Funds MIP Aggressive Sundaram Mutual Fund Sundaram Monthly Income Plan - Moderate Plan - Direct Plan (G)

Sundaram Monthly Income Plan - Moderate Plan - Direct Plan (G)

Previous Name:
Plan: Direct | Option: Growth | Type : Open-Ended
Buy
21.756 -0.03 ( -0.14 %)
NAV as on 09 Sep, 2016
Crisil MF Rank
Riskometer
MODERATE
FUND CLASS
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Not Ranked

The scheme is Not Ranked in MIP Aggressive category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Sep 09, 2016)
Period Returns(%) Rank#
1 Month - -
3 Months - -
6 Months - -
1 Year - -
2 Years - -
3 Years - -
5 Years - -

# Moneycontrol Rank within 64 MIP Aggressive Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 1.1 2.1 2.4 - 6.2
2015 2.5 0.0 0.2 0.6 4.6
2014 1.6 2.7 1.8 3.6 10.3
2013 0.3 - 0.8 2.3 6.8

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0 0 0 0 0 0 0
Category average 0.5 1.1 0.1 3.5 7.8 6.9 7.8
Difference of Fund returns and Category returns 0 0 0 0 0 0 0
Best of Category 1.6 3.2 3.3 8.1 13.9 11.5 12.8
Worst of Category -0.5 -0.3 -3.4 -0.9 4.2 4.4 5.8
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

The primary objective of the scheme is to generate regular income through investment in fixed income securities. The secondary objective is to generate long term capital appreciation by investing a portion of the schemes assets in equity and equity related instruments.rn

Registrars
Load Details
  • Entry Load:

    N.A

  • Exit Load:

    1.00%

  • Load Comments:

    Exit Load 1% if redeemed within 9 months from the date of allotment.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Equity Savings Fund - Direct Plan (G) 742.06 36.6 1.3 0.3 6.2 11.5 11.7
HDFC Equity Savings Fund (G) 6,173.46 34.9 0.9 -0.6 4.5 10.1 10.7
HDFC Hybrid Debt Fund - Direct Plan (G) 257.72 44.2 0.0 -3.1 -0.3 8.1 10.5
HDFC Hybrid Debt Fund (G) 3,340.05 42.9 -0.2 -3.4 -0.9 7.4 9.9
UTI Regular Savings Fund - Direct Plan (G) 83.83 41.2 2.6 2.3 7.4 9.5 11.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Aug 31, 2016
Company Sector Value %Assets
Talwandi Sabo Power Ltd - 9.7 - 18/09/2017 CRISIL AA-(SO) 2.99 17.46
Power Finance Corporation Ltd - 8.53 - 24/07/2020 CRISIL AAA 2.17 12.67
8.39% Rajasthan State Development Loan 15/03/2019 Sovereign 2.05 11.97
Cholamandalam Investment and Finance Company Ltd - 9.5228 - 15/03/2017 ICRA AA 2.02 11.78
Tata Capital Financial Services Ltd - 8.99 - 23/06/2017 CRISIL AA+ 2.01 11.75
Bank of India - 11.5 - 22/06/2021 CRISIL A+ 1.03 5.99
Bajaj Finance Ltd - 9.9 - 25/04/2017 CRISIL AA+ 0.81 4.72
Reliance Industries Ltd 0.50 3.10
Hindustan Unilever Ltd 0.50 2.95
Mahindra & Mahindra Ltd 0.53 2.94
Asset Allocation (%) As on Aug 31, 2016
Equity 17.98
Others 0.00
Debt 78.11
Mutual Funds 0.00
Money Market 0.70
Cash / Call 3.22
Sector Allocation (%) As on Aug 31, 2016
Sector %
Banking/Finance 4.11
Oil & Gas 3.10
Cons NonDurable 2.95
Automotive 2.94
Engineering 2.65
Technology 2.23
Concentration As on Aug 31, 2016
Holdings %
Top 5 65.63
Top 10 96.09
Sectors %
Top 3 10.16
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